Filed August 5, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $52,500 |
BDG-CPAS7 years Service code 10 · EIN 22-2625944 | Accounting | $33,075 |
MERCER9+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 16 · EIN 61-0736136 | Consulting | $18,750 |
DIGITAL INK CORPORATION6 years Filed as: DIGITAL INK CORP Service code 49 · EIN 22-1271951 | Other Services | $6,448 |
Filed as: FIDELITY INV INST'L OPERATIONS COMP Service code 60 | Sub-TA Fees | $0 |
Service code 49 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,705 | $118,464+13.7% | $96,564+39.5% | $103,657+30.0% |
| Participation rate | 97.4% | 89.0%+8.4pp | 76.0%+21.4pp | 73.4%+24.0pp |
| Annual return | 19.59% | 18.79%+0.8pp | 25.89%-6.3pp | 33.13%-13.5pp |
| Employer contribution / active EE | $4,582 | $4,210+8.8% | $2,967+54.4% | $3,216+42.5% |
| Participant deferral / active EE | $8,687 | $7,277+19.4% | $4,852+79.0% | $5,218+66.5% |
| Admin fee / account holder | $103 | $81+26.6% | $8,256-98.8% | $114-10.1% |